Agents are the people on your team who log in to Joby. Adding an agent takes about 30 seconds — you enter their name, email, and phone, and Joby emails them a setup link. Once they're in, you can assign roles, set permissions, and assign them to jobs and calls.
1. Open Settings
Click Settings in the left sidebar. Everything related to your team, billing, and configuration lives here.
2. Open Agents
In the Settings menu, click Agents. This is the page that lists every member of your team — admins, managers, dispatchers, anyone with a login.
3. Click Add Agent
The Add Agent button opens the new-agent form. Agents are people who log in to the Joby web/mobile app. For technicians who don't need a login, use Technicians instead.
4. Enter the agent's email
The email is their login. Joby sends a setup link to this address so they can pick a password and sign in. Use a real, monitored inbox.
5. Enter the agent's first name
First name shows in the assignee dropdown, the activity log, and the SMS/call attribution. Required.
6. Enter the agent's phone number
Phone is used for two-factor login and for the dialer when the agent makes calls. Optional, but recommended.
7. Click Add
Save the agent. Joby creates their account immediately and emails the setup link.
8. The agent finishes setup from the invite email
The new agent gets an email with a one-click link to set their password. After signing in once, they can be assigned to jobs, take calls, and use the app like any other team member.
